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Posted by
Two Blokes Jul 21 -
Filed in
Stock
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11 views
Orange remains a Buy despite a 55% YTD rally, with further upside from rate cuts and potentially a new strategic plan announcement soon. The recent MásMóvil merger in Spain is immediately accretive, boosting cash flow and positioning Orange as a market leader in a key country. Low margins and high CAPEX are risks, but strong dividend yield, active debt reduction, and expansion opportunities support the investment case.
